817 Berlin Road
Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Founded in 2004, Saline Wealth Management Group is an independent wealth management firm dedicated to helping successful individuals and families reach their financial goals. Specializing in retirement income planning, our services include holistic financial planning, retirement planning, investment planning, and risk management/insurance planning. Over the years, we’ve gained great knowledge and insight into the needs of retirees and those planning for retirement. From assisting employees of large telecom organizations - including Verizon- to families seeking assistance planning for multiple generations, our team offers real-life, hands-on planning experience, coupled with the intellectual skills that come hand in hand with highly respected university degrees, securities licenses, and industry certifications, including CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Financial Consultant® (ChFC®), Certified Fund Specialist™ (CFS™), and Certified Financial Fiduciary®. The majority of our clients reside in surrounding communities in New Jersey and Pennsylvania, while many of our lifelong clients continue to work with our team after retiring to states such as North Carolina, Florida, and as far away as New Mexico. Regardless of each client’s physical location, we remain committed to frequent face-to-face communication. This level of personal attention runs through every part of our business. From answering our phones with a real person—not a computer—to responding to client calls always within a single business day, to being here to answer your questions, no matter how large or small, our mission is to serve you and work with you as your dedicated financial partner. It is this personal service that has enabled us to retain long-term, trusted relationships with hundreds of individuals and families. Saline Wealth Management Group is a member of the Better Business Bureau of Cherry Hill, New Jersey and has a staff member, James Stahl Jr., who has achieved the prestigious Five Star Wealth Manager Award for 2012-2019.1 1The FIVE Star Award is not indicative of the wealth manager's future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth Manager by Five Star Professional or any other entity.